Schwab Strategic Tr us lrg cap etf shares owned by Betterment
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Betterment
from 13F filings
Historical chart of Betterment investment in Schwab Strategic Tr us lrg cap etf
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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Betterment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $8.9M | 158k | 56.40 |
| 2023-09-30 | $8.3M | 165k | 50.60 |
| 2023-06-30 | $7.9M | 151k | 52.37 |
| 2023-03-31 | $6.8M | 140k | 48.37 |
| 2022-12-31 | $6.4M | 143k | 45.15 |
| 2022-09-30 | $6.2M | 139k | 44.66 |
| 2022-06-30 | $6.2M | 139k | 44.66 |
| 2022-03-31 | $5.5M | 103k | 53.85 |
| 2021-12-31 | $403k | 3.5k | 113.75 |
| 2021-09-30 | $358k | 3.4k | 104.04 |
| 2021-06-30 | $353k | 3.4k | 104.07 |
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